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Portfolio (Quarterly) Guide ↗

Rialto Wealth Management, LLC

· CIK 0002054966
13F Portfolio $418M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1690 New
Page 10 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWY ISHARES TR 500.0 $138K 0.03% NEW $276.94 +5.7%
182 LOW LOWES COS INC Consumer Cyclical 559.0 $135K 0.03% NEW $241.17 -9.9%
183 ABT ABBOTT LABS Healthcare 1,065.0 $133K 0.03% NEW $125.29 -29.9%
184 FV FIRST TR EXCHANGE TRADED FD 2,115.0 $133K 0.03% NEW $62.92 +12.2%
185 SPDR INDEX SHS FDS 942.0 $131K 0.03% NEW $138.77
186 TSLA TESLA INC Consumer Cyclical 286.0 $129K 0.03% NEW $449.72 -7.2%
187 UNP UNION PAC CORP Industrials 555.0 $128K 0.03% NEW $231.32 +14.9%
188 GILD GILEAD SCIENCES INC Healthcare 1,045.0 $128K 0.03% NEW $122.74 +6.3%
189 VTIP VANGUARD MALVERN FDS 2,583.0 $128K 0.03% NEW $49.46 +1.6%
190 PLTR PALANTIR TECHNOLOGIES INC Technology 710.0 $126K 0.03% NEW $177.75 -22.8%
191 SPEM SPDR INDEX SHS FDS 2,528.0 $118K 0.03% NEW $46.81 +9.1%
192 PAYX PAYCHEX INC Industrials 1,050.0 $118K 0.03% NEW $112.18 -16.0%
193 IUSB ISHARES TR 2,512.0 $117K 0.03% NEW $46.54 -1.5%
194 VZ VERIZON COMMUNICATIONS INC Communication Services 2,783.0 $113K 0.03% NEW $40.73 +17.4%
195 WMT WALMART INC Consumer Defensive 1,017.0 $113K 0.03% NEW $111.37 +17.5%
196 SPYM SPDR SERIES TRUST 1,396.0 $112K 0.03% NEW $80.22 +9.0%
197 ESGV VANGUARD WORLD FD 923.0 $112K 0.03% NEW $120.96 +8.2%
198 GS GOLDMAN SACHS GROUP INC Financial Services 126.0 $111K 0.03% NEW $879.00 +12.4%
199 JEPQ J P MORGAN EXCHANGE TRADED F 1,882.0 $109K 0.03% NEW $58.13 +3.4%
200 ARM ARM HOLDINGS PLC Technology 1,000.0 $109K 0.03% NEW $109.31 +172.8%
Page 10 of 85  ·  1,690 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 22.1%
Industrials 12.5%
Healthcare 10.6%
Consumer Cyclical 6.0%
Communication Services 4.9%
Real Estate 2.8%
Consumer Defensive 2.6%
Energy 2.3%
Utilities 0.9%